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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,722 | $107,741-96.5% | $96,576-96.1% | $79,634-95.3% |
| Participation rate | 41.9% | 79.1%-37.2pp | 81.4%-39.5pp | 62.5%-20.6pp |
| Annual return | 33.62% | 19.24%+14.4pp | 38.47%-4.9pp | 36.46%-2.8pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $3,553-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $952 | $7,899-87.9% | $7,956-88.0% | $3,835-75.2% |
| Admin fee / account holder | $817 | $1,150-29.0% | $11,381-92.8% | $1,002-18.5% |